Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
The Henry Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)3525 Andrews Hwy
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Midland, TX79703
A Employer identification number

20-5861163
B Telephone number (see instructions)

(432) 522-2285
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$343,500J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,450,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,972 1,972  
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment 100,000    
12 Total. Add lines 1 through 11........ 2,551,972 1,972  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 207,648      
14 Other employee salaries and wages...... 191,314      
15 Pension plans, employee benefits....... 11,640      
16a Legal fees (attach schedule)......... 0      
b Accounting fees (attach schedule)....... 8,407      
c Other professional fees (attach schedule).... 0      
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 26,230      
19 Depreciation (attach schedule) and depletion... Click to see attachment 226    
20 Occupancy..............        
21 Travel, conferences, and meetings....... 430      
22 Printing and publications.......... 1,027      
23 Other expenses (attach schedule)....... Click to see attachment 141,672      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 588,594 0   0
25 Contributions, gifts, grants paid....... 2,668,400 2,668,400
26 Total expenses and disbursements. Add lines 24 and 25 3,256,994 0   2,668,400
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -705,022
b Net investment income (if negative, enter -0-) 1,972
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,022,368 316,798 316,798
2 Savings and temporary cash investments......... 23,859 23,864 23,864
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....   0  
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet     0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 0    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   0  
14 Land, buildings, and equipment: basis bullet17,943
Less: accumulated depreciation (attach schedule) bullet17,605 564 Click to see attachment338 338
15 Other assets (describe bullet) Click to see attachment2,500 Click to see attachment2,500 Click to see attachment2,500
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,049,291 343,500 343,500
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet) 700 0
23 Total liabilities (add lines 17 through 22)......... 700 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,048,591 343,500
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,048,591 343,500
30 Total liabilities and net assets/fund balances (see instructions). 1,049,291 343,500
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,048,591
2
Enter amount from Part I, line 27a .....................
2
-705,022
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
343,569
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
69
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
343,500
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 27
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 27
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 27
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 0 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 27
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTX
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletwww.henrymidland.org
    14
    The books are in care ofbulletBrenda Harkness Telephone no.bullet (432) 694-3000

    Located atbullet3525 Andrews HwyMidlandTX ZIP+4bullet79703
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    James C Henry President
    0.00     		0 0 0
    3525 Andrews Hwy Ste 200
    Midland,TX79703
    Paula A Henry Vice Pres.
    0.00     		0 0 0
    3525 Andrews Hwy Ste 200
    Midland,TX79703
    Steve Pruett Vice Pres
    0.00     		0 0 0
    3525 Andrews Hwy
    Midland,TX79703
    Ronald D Scott Vice Pres.
    0.00     		0 0 0
    3525 Andrews Hwy Ste 200
    Midland,TX79703
    Michel Curry Sec/Treas
    0.00     		0 0 0
    3525 Andrews Hwy Ste 200
    Midland,TX79703
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    Lael Cordes-Pitts Executive Director
    40.00     		207,648 8,899 0
    3525 Andrews Hwy
    Midland,TX79703
    Dinah Doggett Adm. Asst.
    40.00     		67,590 966 0
    3525 Andrews Hwy
    Midland,TX79703
    Juanita Castillejo Grant Officer
    40.00     		123,724 1,776 0
    3525 Andrews Hwy
    Midland,TX79703
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 None 0
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 None 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    0
    b
    Average of monthly cash balances.......................
    1b
    1,095,452
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,095,452
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    1,095,452
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    16,432
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,079,020
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    53,951
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    53,951
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    27
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    27
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    53,924
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    53,924
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    53,924
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    2,668,400
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    2,668,400
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    20
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,668,380
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 53,924
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 2,002,477
    b From 2016...... 2,562,644
    c From 2017...... 2,399,694
    d From 2018...... 3,419,749
    e From 2019...... 4,245,301
    fTotal of lines 3a through e........ 14,629,865
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 2,668,400
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 53,924
    e Remaining amount distributed out of corpus 2,614,476
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 17,244,341
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		2,002,477
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		15,241,864
    10 Analysis of line 9:
    a Excess from 2016.... 2,562,644
    b Excess from 2017.... 2,399,694
    c Excess from 2018.... 3,419,749
    d Excess from 2019.... 4,245,301
    e Excess from 2020.... 2,614,476
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    James C Henry
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    None
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    The Henry Foundation
    3525 Andrews Hwy
    Midland,TX79703
    (432) 522-2285
    bThe form in which applications should be submitted and information and materials they should include:
    www.henrymidland.org
    cAny submission deadlines:
    www.henrymidland.org
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    www.henrymidland.org
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Agape Christian Services
    3500 N A St STE 2400
    Midland,TX79705     		  PC Operating forclinical counseling 30,000
    Big Brothers Big Sisters of Midland Inc
    714 W Louisiana
    Midland,TX79701     		  PC Program support 17,000
    Aphasia Center of West Texas Inc
    5214 Thomason Dr
    Midland,TX79703     		  PC Skilled interventionprogram groupleaders 20,000
    Boys and Girls Club of Midland Inc
    PO Box 284
    Midland,TX79702     		  PC Permian Basin Gives/Project Learn 31,000
    Archway Outreach Inc
    114 N Midkiff Rd
    Midland,TX79701     		  PC Reaching out forbrain and bodybalance 168,000
    Buckner Children and Family Services
    700 N Pearl St STE 1200
    Dallas,TX75201     		  PC Midland ministries 16,000
    Bush Tennis Center
    5700 Briarwood Ave
    Midland,TX79707     		  PC General Operations/Program support 70,000
    Bynum School
    5100 Avalon Dr
    Midland,TX79707     		  PC Speech therapy program 20,000
    Casa de Amigos of Midland Inc
    1101 E Garden Ln
    Midland,TX79701     		  PC General Operating/Program Support 58,000
    Centers for Children and Families Inc
    1004 N Big Spring Ste 325
    Midland,TX79703     		  PC Youth programs/Permian Basin Gives 20,000
    Christmas in Action Inc
    500 S Lee St
    Midland,TX79701     		  PC Program support-roof replacement 3,000
    City of Midland Aquatics
    3003 N A St
    Midland,TX79705     		  PC General operating 30,000
    Communities in Schools of the Permian Basin
    PO Box 60594
    Midland,TX79711     		  PC Program support 30,000
    Community Children's Ministry
    PO Box 3328
    Midland,TX79702     		  PC General operationssupport 21,000
    Educate Midland
    3500 N A St Suite 2700
    Midland,TX79705     		  PC Midland CountyExcellence inEducation Awards 10,000
    Fellowship of Christian Athletes
    3500 N A St
    Midland,TX79705     		  PC Year RoundProgramming(Permian Basin) 15,000
    Greater Ideal Family Life Center
    301 S Tyler St
    Midland,TX79701     		  PC Summer Day Camp (2020)/after school program/Permian Basin Gives 41,000
    Habitat for Humanity International
    904 W Florida Ave
    Midland,TX79701     		  PC New house (1/2sponsorship) in Cloverdale subdivision 35,500
    Healthy Nation (dba Healthy City)
    PO Box 4532
    Midland,TX79704     		  PC Executive directorand one year ofexpenses 25,000
    High Sky Children's Ranch
    8701 W County Rd 60
    Midland,TX79707     		  PC Permian Basin Gives/Operating support 26,000
    Hispanic Cultural Center of Midland Inc
    1311 E Wadley Ave
    Midland,TX79705     		  PC Youth programs 10,000
    Hospice of Midland Inc
    911 W Texas Ave
    Midland,TX79701     		  PC Operating funds 15,000
    IDEA Public Schools
    900 E Gist
    Midland,TX79701     		  PC Permian Basin Launch:5 year support (2018-2022) 400,000
    Marfa Public Radio
    111 S Highland Ave
    Marfa,TX79843     		  PC Operating support 10,000
    Meadows Mental Health Policy Institute (MMPHI)
    2800 Swiss Ave
    Dallas,TX75204     		  PC Midland ISD &Region 18 SchoolBehavioral Health Project 50,000
    Midland Children's Rehabilitation Center Inc
    802 Ventura Ave
    Midland,TX79705     		  PC Operating support/Permian Basin Gives 30,500
    Midland Fair Havens Inc
    2400 Whitmore Blvd Ste 100
    Midland,TX79705     		  PC Transitional supportivehousing/ PermianBasin Gives 26,000
    Midland Odessa Symphony and Chorale
    3100 La Force Blvd
    Odessa,TX79763     		  PC Educational outreach/children's choir 11,000
    Midland Shared Spaces Inc
    3500 N A St STE 1100
    Midland,TX79705     		  PC General Operating supportand IT expansion 50,000
    Midland Teen Court
    615 W Missouri Ave Ste 226
    Midland,TX79701     		  PC General operating support 15,000
    Mission Health Care Inc
    4500 W Illinois Ave Ste 112
    Midland,TX79703     		  PC Client services program/Permian Basin Gives 31,000
    Nonprofit Management Center of the Permian Basin
    3500 N A St Ste 2300
    Midland,TX79705     		  PC General operating support 40,000
    Permian Basin Adult Literacy Center
    1709 W Wall St
    Midland,TX79701     		  PC General operating support 10,000
    Permian Basin Be the Change
    PO Box 52643
    Midland,TX79710     		  PC Programs 7,000
    Permian Basin Petroleum Museum Library & Hall of Fame
    1500 W Interstate 20
    Midland,TX79701     		  PC STEM EducationCenter 50,000
    Pink the Basin Inc
    PO Box 7406
    Odessa,TX79760     		  PC Breast cancer screeningand diagnostic serviceprograms 20,000
    Presbyterian Children's Home & Services
    2801 N Garfield St
    Midland,TX79705     		  PC Midland Child &Family Program 5,000
    Recording Library of West Texas
    3500 N A St STE 2800
    Midland,TX79705     		  PC General operating/program support 5,000
    Redirection Outreach Program Efforts for Youth
    3500 W Golf Course Rd
    Midland,TX79703     		  PC Mentoring & educationprogram/ PermianBasin Gives 5,500
    Reflection Ministries of Texas Inc
    102 N C St
    Midland,TX79701     		  PC General Operations Funding/upgrading housing 20,000
    Safe Place of the Permian Basin
    1805 N Marienfeld St
    Midland,TX79705     		  PC Family ViolenceProgram/PermianBasin Gives 35,500
    Samaritan Counseling Center of West Texas
    10008 Pilot Ave
    Midland,TX79706     		  PC Counseling services/Permian Basin Gives 20,500
    Senior Life of Midland
    3301 Sinclair Ave
    Midland,TX79707     		  PC Meals of Wheelsand homeboundservices 26,000
    Sibley Environmental Learning Center Foundation
    1307 E Wadley Ave
    Midland,TX79705     		  PC Operating support 10,000
    Special Olympics Texas Inc
    401 W Texas Ave STE 507
    Midland,TX79701     		  PC Midland AreaProgramming 5,000
    Starlight Therapeutic Riding Center
    6 Desta Dr STE 3000
    Midland,TX79705     		  PC Arena building 50,000
    Teen Challenge
    6901 S County Rd 1200
    Midland,TX79706     		  PC General operating/program support/Permian Basin Gives 30,500
    Teen FLOW
    711 S Main St
    Midland,TX79701     		  PC General operating/program support 15,000
    The Field's Edge
    6003 Meadowview Ln
    Midland,TX79707     		  PC Tiny Village/Permian Basin Gives 251,000
    The Junior League of Midland
    902 W Dengar Ave
    Midland,TX79705     		  PC Reading Olympics(at Boys & Girls Club) 5,000
    The Springboard Center
    200 Corporate Dr
    Midland,TX79705     		  PC Extended CareFacility/Scholarship funds 60,000
    University of Texas Foundation- MD Anderson Cancer Center
    1515 Holcombe Blvd
    Houston,TX77030     		  PC "Making Cancer History"(Luncheon & Education)Seminar 15,000
    The Way Retreat Center
    4014 Todd Dr
    Midland,TX79705     		  PC Operating expenses 25,000
    United Way of Midland
    1209 W Wall St
    Midland,TX79701     		  PC Operating Support/2020-2021 Campaign Support/COVID-19 Roadmap Resource Book 38,400
    Unlock Ministries Inc
    3310 W Wadley Ave
    Midland,TX79707     		  PC Program support/Permian Basin Gives 30,500
    Young Life
    925 W Wadley Ave
    Midland,TX79705     		  PC General Year Operations& Administration 15,000
    ASPCA
    520 8th Ave
    New York,NY10018     		  PC Protecting at risk animals 5,000
    Austin Pets Alive
    PO Box 6247
    Austin,TX78762     		  PC Medical Triage and Wellness Clinic 5,000
    Austin Zoo Inc
    PO Box 91808
    Austin,TX78709     		  PC General operating/program funds 5,000
    Best Friends Animal Society
    5001 Angel Canyon Rd
    Kanab,UT84741     		  PC Campaign to savethem all 5,000
    Flower Mound United Methodist Church
    3950 Bruton Orand Blvd
    Flower Mound,TX75022     		  PC Building and Programming needs in our churchand missions 10,000
    Hearts For Homes
    826 East McKinney St
    Denton,TX76209     		  PC Operating support& Christmas Baskets 10,000
    Prestonwood Christian Academy
    6801 W Park Blvd
    Plano,TX75093     		  PC Annual Fund(Spiritual development& academic excellence) 25,000
    Central Texas Animal Sanctuary
    11900 Fitzhugh Cors
    Dripping Springs,TX78620     		  PC Trap/Neuter/ReturnCommunity Outreach 5,000
    Any Baby Can
    6207 Sheridan Ave
    Austin,TX78723     		  PC Program support 5,000
    June Shelton School and Education Center
    15720 Hillcrest Road
    Dallas,TX75248     		  PC Campaign for SheltonSchool (LandmarkFoundation) 10,000
    BlinkNow Foundation
    PO Box 453
    Mendham,NJ07945     		  PC Kapila Valley School (Nepal) 5,000
    Midland Memorial Foundation
    400 Rosalind Redfern Grover Parkway
    Midland,TX79701     		  PC Capital expendituresand education 12,500
    The Hillander School
    1600 West Wadley
    Midland,TX79705     		  PC Extraordinary operationalsupport relating tothe pandemic 15,000
    Castleton Ranch Horse Rescue
    28581 Old Ranch Dr
    Valley Center,CA92082     		  PC Operating support 3,500
    National Wildlife Federation
    PO Box 1583
    Merrifield,VA22116     		  PC Monarch restoration 5,000
    Flagstaff Foodlink Inc
    PO Box 23813
    Flagstaff,AZ86002     		  PC Services to addressfood insecurity 8,333
    The Salvation Army (Austin)
    4216 S Congress Ave
    Austin,TX78745     		  PC Operating support 8,333
    Denton County Friends of the Family
    4845 S I-35E
    Corinth,TX76210     		  PC Operations/Program Support 10,000
          0
    Farm Sanctuary
    PO Box 462
    Cedar Creek,TX78612     		  PC Humane EducationProgram (Austin) 2,500
    House Rabbit Resource Network
    PO Box 2381
    Pflugerville,TX78691     		  PC RHDV2 VaccinationFund 2,500
          0
    Toys for Tots
    18251 Quantico Gateway Dr
    Triangle,VA22172     		  PC General operating support 2,500
    Metroport Meals on Wheels
    428 US-377
    Roanoke,TX76262     		  PC Home deliverymeal program 10,000
    Noah's Lost Ark
    8424 Bedell Rd
    Berlin Center,OH44401     		  PC Small animal building 1,500
    North Texas Solutions for Recovery
    1516 N Ruddell St
    Denton,TX76209     		  PC Program support 10,000
    Ocean Conservancy
    1300 19th St NW 8th floor
    Washington,DC20036     		  PC Protecting the ocean,restoring the Gulf 2,500
    PETA
    1536 16th St NW
    Washington,DC20036     		  PC General operating funds 5,000
    Covenant Church (Metroplex)
    3508 Glade Rd
    Colleyville,TX76034     		  PC Freedom Lodge &Restoration Ministries-Camp Freedom 5,000
    Covenant Church
    2660 E Trinity Mills Rd
    Carrollton,TX75006     		  PC Center for NationalRenewal inWashington D.C. 15,000
    Not for Sale Fund
    2225 3rd St
    San Francisco,CA94107     		  PC Anti-exploitation &human traffickingprevention 8,333
    Global Renewal
    PO Box 112416
    Carrollton,TX75011     		  PC Selah safe houses,Cambodia & Indonesia 10,000
    Restored Hope Ministries
    PO Box 710127
    Dallas,TX75371     		  PC Operating support 25,000
    Smile Train Inc
    41 Madison Ave 28th floor
    New York,NY10010     		  PC Care for the world's poorest and most vulnerable children 5,000
    Doctors Without Borders
    333 Seventh Avenue 2nd Floor
    New York,NY10001     		  PC Program support 5,000
    Emancipet
    7010 Easy Wind Drive Suite 260
    Austin,TX78752     		  PC Resource CenterOperating support 5,000
    Soi Dog Foundation USA
    2010 15th St
    San Francisco,CA94114     		  PC Operating Support 2,500
    Span Inc (Meals on Wheels)
    1800 Malone St
    Denton,TX76201     		  PC Program support 5,000
    Texas Tech Foundation Inc
    PO Box 42013
    Lubbock,TX79409     		  PC Annual campaign 5,000
    The Junction
    300 W Oak St
    Denton,TX76201     		  PC Program support 10,000
    Baptist General Convention of Texas
    7557 Rambler Rd Ste 1200
    Dallas,TX75231     		  PC Pastor's Relief Fund 2,500
    Millenium Relief & Development Services
    5233 Bellaire Blvd
    Bellaire,TX77401     		  PC Relief and development 5,000
    United Rescue Alliance
    9401 FM 1235
    Abilene,TX79506     		  PC Disaster Preparedness 8,333
    The Salvation Army
    300 S Baird
    Midland,TX79701     		  PC Unrestricted contribution 2,500
    The Nature Conservancy of Texas
    4245 North Fairfax Dr STE 10
    Arlington,VA22203     		  PC For the love of Texas 2,500
    Tresses of Care Inc
    2605 Sagebrush Dr STE 105
    Flower Mound,TX75028     		  PC Giving of yourself 10,000
    The Rotary Foundation
    One Rotary Center 1560 Sherman Ave
    Evanston,IL60201     		  PC Grant for charities 20,000
    311 Ministries
    7110 N Elkins Rd
    Midland,TX79705     		  PC Permian Basin Gives 1,000
    Boyers Pond-Shekinah Ministries
    PO BOX 131
    Central City,PA15926     		  PC Operating Support 2,500
    Basin Dream Center of Orphans
    PO Box 52473
    Midland,TX79710     		  PC Program support 1,000
    Buffalo Trail Council Boys Scouts of USA
    1101 W Texas Ave
    Midland,TX79701     		  PC Permian Basin Gives 250
    Grand Companions Humane Society
    PO BOX 1156
    Fort Davis,TX79734     		  PC Pet Rescue Program 2,500
    Humane Heros
    10930 E Crystal Falls PKWY
    Leander,TX78641     		  PC Animal Enclosure Units 2,500
    CASA of West Texas- Voices for Children
    1611 W Texas Ave
    Midland,TX79701     		  PC Permian Basin Gives 250
    Midland Humane Coalition Inc
    PO BOX 53213
    Midland,TX78710     		  PC General operatingsupport 5,000
    National Parks Conservation Association
    777 6TH ST NW STE 700
    Washington,DC200013723     		  PC Protecting the National Parks of Texas 5,000
    Polo Pony Rescue Inc
    11239 Davenport RD
    Santa Clarita,CA91390     		  PC Program Support 5,000
    Southwestern Medical Foundation
    3889 Maple AVE STE 100
    Dallas,TX75219     		  PC Clinical Trial 5,000
    Wildlife Rescue Inc
    PO BOX 302695
    Austin,TX78703     		  PC Formula fororphaned wildlife 10,000
    West Texas Food Bank
    1601 Westcliff Dr
    Midland,TX79703     		  PC OperatingSupport 5,000
    Christ Church Anglican Midland
    5501 N Midkiff Rd
    Midland,TX79705     		  PC Christ Church Arts 5,000
    Crisis Center of West Texas
    910 S Grant Ave Ste B
    Odessa,TX79761     		  PC Permian Basin Gives 500
    Buckner International
    700 N Pearl ST STE 1200
    Dallas,TX75201     		  PC Midland MinistriesOperating support 5,000
    Family Promise of Midland
    2908 W Ohio Ave
    Midland,TX79701     		  PC Permian Basin Gives 500
    Fellowship of Christian Athletes- Latin America
    8701 Leeds Rd
    Kansas City,MO64129     		  PC Make Disciplesusing athleticsas a platform 5,000
    Girl Scouts of the Desert Southwest
    Southern New Mexico and West Texas
    GIRL SCOUT WAY EL PASO,TX79924     		  PC Bathroom Renovations 20,000
    Healing Emotions Above Reason & Thoughts
    2306 E County Rd 140
    Midland,TX79706     		  PC Permian Basin Gives 500
    His Voice (aka His Voice Global)
    PO BOX 10651
    Midland,TX79702     		  PC Uganda COVID-19 Response 10,000
    Lake Brownwood Retreat Inc
    9030 RETREAT ROAD
    BROWNWOOD,TX76801     		  PC New Assembly Hall 40,000
    Safe Families for Children Alliance (Abilene)
    4300 W Irving Park Rd
    Chicago,IL60641     		  PC Serving familiesand children 8,334
    Jubilee Center
    3311 Andrews Hwy
    Midland,TX79703     		  PC Permian Basin Gives 1,000
    Permian Basin Area Foundation (Midland Parks & Recreation Endowment Fund)
    3312 Andrews HWY
    Midland,TX79703     		  PC Nutrition program 5,000
    Our Lady of Guadalupe Catholic Church
    1401 Garden Ln
    Midland,TX79701     		  PC Seating replacement 4,000
    Permian Basin Gifts of Hope
    2006 W Tennessee Ave
    Midland,TX79701     		  PC Permian Basin Gives 1,000
    Permian Basin Rehabilitation Center
    620 N Alleghaney Ave
    Odessa,TX79761     		  PC Permian Basin Gives 500
    The Attic Foster Network
    PO Box 8022
    Midland,TX79708     		  PC Permian Basin Gives 500
    YMCA Midland
    800 N Big Spring St
    Midland,TX79707     		  PC Scholarship program 5,000
    Wilderness Trek Christian Camp
    6000 W Wadley AVE
    Midland,TX79707     		  PC Discretionary fundingdue to COVID-19 5,000
          0
    Childrens Advocacy Center for Denton County INC
    1854 Cain Drive
    Lewisville,TX75077     		  PC Program Support 10,000
          0
          0
          0
          0
    Make A Wish Foundation
    407 N Big Spring
    Midland,TX79701     		  PC Grant Wishes 5,000
    North Texas Food Bank
    3677 Mapleshade Lane
    Plano,TX75075     		  PC General Operating 5,000
    St Jude Children's Research Hospital INC
    262 Danny Thomas Place
    Memphis,TN38105     		  PC Patient care 13,334
    The Refuge for DMST (Austin)
    PO Box 90804
    Austin,TX78709     		  PC General Operating 2,500
    Total .................................bullet 3a 2,668,400
    bApproved for future payment
    IDEA Charter Schools
    2115 W Pike Blvd
    Weslaco,TX78596     		  PC Permian Basin Launch 800,000
    Total .................................bullet 3b 800,000
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 1,972  
    4 Dividends and interest from securities....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		         
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   1,972  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,972
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  
    Part VI Line 7 - Tax Paid with the Original Return: 0


    Form 990PF - Special Condition Description:
    Special Condition Description

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    The Henry Foundation
    EIN:
    20-5861163
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    Furniture and Equipment 2012-02-28 12,177 12,177 200DB 7.000000000000 0      
    Phone System 2012-04-04 3,242 3,242 200DB 7.000000000000 0      
    Phone System 2015 2015-04-21 2,524 1,960 200DB 7.000000000000 226      

    TY 2020 LandEtcSchedule2
    Name:
    The Henry Foundation
    EIN:
    20-5861163
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Furniture and Equipment 12,177 12,177 0  
    Phone System 3,242 3,242 0  
    Phone System 2015 2,524 2,186 338  


    TY 2020 OtherAssetsSchedule
    Name:
    The Henry Foundation
    EIN:
    20-5861163
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Other Assets 1,000 1,000 1,000
    Other Assets 1,500 1,500 1,500


    TY 2020 OtherDecreasesSchedule
    Name:
    The Henry Foundation
    EIN:
    20-5861163
    Description Amount
    2018 Tax Paid 9
    50% n/d meals and entertainment 60


    TY 2020 OtherExpensesSchedule
    Name:
    The Henry Foundation
    EIN:
    20-5861163
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Telephone expenses 908      
    Utilities 4,354      
    Supplies 489      
    Telephone,Telecommunications 3,022      
    Health insurance expense 91,419      
    Liability insurance 3,375      
    Workers compensation ins 231      
    Advantage Payroll Fees 1,823      
    Business Meals 61      
    Software Expense 19,445      
    Bank Fees 103      
    Contract Services 1,458      
    Historian Compilation exps. 9,684      
    Professional Membership 5,300      


    TY 2020 OtherIncomeSchedule2
    Name:
    The Henry Foundation
    EIN:
    20-5861163
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Recovery of prior year donation to Midland Community 100,000    


    TY 2020 TaxesSchedule
    Name:
    The Henry Foundation
    EIN:
    20-5861163
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Payroll Tax Expense 26,230